Built to be a partner, not just an advisor.
Wealth management has split in two. There are institutions, where your advisor changes with the org chart, and boutiques with attention but little infrastructure. GenEra Wealth is neither. A named team runs your relationship, led by people who have run a firm like this, not just worked inside one.
One coordinated plan, not a stack of separate decisions.
A Roth conversion moves your tax bill. A business sale moves your estate plan. A 529 moves your cash flow. We treat them as one plan, coordinated with your CPA and attorney.
When a decision touches their work, we bring them into it rather than working around them. And we revisit the plan when your life changes, not when the calendar says to.
These decisions are rarely only about money. Paying a child’s first tuition bill, or selling a company you built, is personal. We treat it that way.
Families whose finances stopped being simple.
Founders, executives, and families coordinating wealth across a business and more than one generation. A liquidity event or a transition exposes the limits of a transactional relationship.
You work with the same team throughout, not a rotating service desk.
Leadership, Not Just Advice
Both partners spent their careers in financial services, and both have run the machinery behind the advice as well as giving it. Compliance and operations are where a firm’s service either holds together or quietly falls apart.
The Advice Is the Product
Your assets sit with an independent custodian, never with us. Our revenue is the advisory fee our clients pay, so we have nothing of our own to sell you. Every recommendation is made as a fiduciary.
We Plan to Know Your Family
Wealth usually moves to people the advisor has never met. We would rather know your children and grandchildren long before that happens, so when it does, the person picking up already understands what was built and why.